Overview
Join our dynamic team as an Insurance Agent and Customer Service Representative, where you'll play a vital role in delivering exceptional insurance solutions and building lasting client relationships. This energetic position combines outside sales, client communication, and comprehensive customer service to help individuals and businesses protect what matters most. You'll have the opportunity to leverage your sales expertise, insurance knowledge, and multilingual skills to make a meaningful impact while growing your career in a supportive environment.
Duties
- In this role, you will be responsible for handling customer inquiries, resolving issues efficiently, and actively promoting our products and services
- Fluency in both English and Spanish is highly desired for effective communication with our diverse customer base
- Handle incoming calls from customers promptly and professionally
- Engage with customers to understand their needs and preferences, offering personalized solutions and recommendations to meet individual requirements
- Actively promote our products and services during customer interactions, utilizing upselling and cross-selling techniques to maximize sales opportunities
- Initiate outbound calls to follow up on inquiries, resolve issues, or promote products and services
- Maintain accurate records of customer interactions, including details of inquiries, resolutions, and follow-up actions
- Collaborate with team members to address complex customer issues or escalate unresolved issues as necessary
- BUILD — Every client relationship is built on trust and transparency, tailored to individual needs
- EDUCATE & GUIDE — We empower clients to make informed insurance decisions with clarity
Skills
- High school diploma or equivalent required.
- Proficient in computer operations and Microsoft Office applications.
- Strong verbal and written communication skills, with the ability to explain information and solutions clearly and professionally.
- Excellent problem-solving abilities, with a commitment to resolving customer concerns accurately and efficiently.
- Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple responsibilities effectively.
- Professional, positive, and adaptable, with the ability to perform successfully in a fast-paced, customer-focused environment.
Embark on a rewarding career where your enthusiasm for sales and dedication to customer service can truly shine! We are committed to fostering an inclusive environment that values your growth and success every step of the way.
Pay: $40,000.00 - $60,000.00 per year
Benefits:
Work Location: In person
